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Innovator US Equity Power Buffer ETF December
PDEC

173 hedge funds and large institutions have $635M invested in Innovator US Equity Power Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 74 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

0% more funds holding

Funds holding: 173 → 173 (0)

4.12% less ownership

Funds ownership: 84.22% → 80.1% (-4.1%)

11% less capital invested

Capital invested by funds: $713M → $635M (-$77.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

69% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 74

Holders
173
Holders Change
–
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
23
Reduced
74
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$37M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.57M
3
HWM
HB Wealth Management
Georgia
+$4.32M
4
LPL Financial
LPL Financial
California
+$4.08M
5
FIA
Foundations Investment Advisors
Arizona
+$1.35M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$28M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$11.8M
3
LNC
Lincoln National Corp
Pennsylvania
-$9.65M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$8.48M
5
WIM
WealthPlan Investment Management
Nebraska
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
151
UBS Group
Switzerland
$150K +$130K +3,520 +718%
JP Morgan Chase
152
JP Morgan Chase
New York
$120K +$118K +3,195 New
PS
153
Principal Securities
Iowa
$116K -$25.8K -700 -18%
BBPWM
154
Blue Bell Private Wealth Management
Pennsylvania
$88.5K – – –
EWA
155
EverSource Wealth Advisors
Alabama
$74.9K – – –
WWMSC
156
Wagner Wealth Management (South Carolina)
South Carolina
$74.3K – – –
AF
157
Allworth Financial
California
$67.9K -$153K -4,164 -70%
EPW
158
Evergreen Private Wealth
Colorado
$66.3K – – –
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$64K -$676K -18,367 -92%
WP
160
WealthShield Partners
North Carolina
$53.1K – – –
CFD
161
Creative Financial Designs
Indiana
$46.9K – – –
SCA
162
Stuart Chaussee & Associates
California
$41.3K +$40.5K +1,100 New
MIM
163
Macroview Investment Management
Maryland
$23.5K – – –
GWM
164
Geneos Wealth Management
Colorado
$18.8K – – –
AWM
165
Avior Wealth Management
Nebraska
$14.1K +$13.8K +376 New
RIL
166
Rothschild Investment LLC
Illinois
$12.4K – – –
ACM
167
Anfield Capital Management
California
$12.1K – – –
NS
168
NBC Securities
Alabama
$10K – – –
LFG
169
Larson Financial Group
Missouri
$5.44K – – –
CAM
170
Creekmur Asset Management
Illinois
$3.75K +$3.68K +100 New
Wells Fargo
171
Wells Fargo
California
$2.25K -$14.5K -395 -87%
MWM
172
Mascoma Wealth Management
New Hampshire
$2.21K +$2.17K +59 New
CIAS
173
Capital Investment Advisory Services
North Carolina
$1.88K – – –
LNC
174
Lincoln National Corp
Pennsylvania
– -$9.65M -263,664 Closed
WIM
175
WealthPlan Investment Management
Nebraska
– -$5.53M -151,140 Closed
4 5 6
7
8

PDEC Hedge Fund Activity: Q2 2024 in Review

173 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q2 2024, worth a combined $635M — down 11% from $713M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PDEC positions and 12 closed out — a net gain of 5 holders — while 23 added to existing stakes and 74 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $37M. The largest seller was Brookstone Capital Management, cutting an estimated $28M.

  • 173 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $635M of Innovator US Equity Power Buffer ETF December stock for Q2 2024, down 11% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF December positions in Q2 2024 and 12 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $37M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q2 2024 was Brookstone Capital Management, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2024.